Customer Service Analyst

5 days left

Walnut Creek, California
Not Specified
Aug 30, 2016
Oct 29, 2016
Customer Service
Job Type
Not Specified
Career Level
Not Specified

This is an entry-level position that will train with our team of customer service professionals to learn about our products and how to provide exceptional customer service for all internal and external customers. This position requires self-initiative, will be highly responsive, and will demonstrate a keen ability to resolve and de-escalate customer conflict with the utmost tact and professionalism.


  • Professionally handle incoming requests from customers and ensure that issues are resolved promptly and thoroughly.

  • Service all policy issues relating to rating, coverage and premium payment both internally and externally.

  • Verify, rating, premium and payment history on all polices and/or prepare a statement of account when needed.

  • Verify policy coverage and status for named insured, lienholder, and agents.

  • Handle basic underwriting questions as stated on the guidelines.

  • Identify and/or resolve policy system related issues as well as coordinating resolutions with other departments.

  • Communicate with producers on routine matters both verbally and in writing.

  • Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.

  • Other duties as assigned.


  • Ability to multi-task.

  • Effective communication skills. Balances listening and talking, speaking and writing clearly and accurately, influencing others and keeping others informed.

  • Must always be friendly and willing to provide assist others.

  • Must be able to critically analyze all situations and solve problems efficiently

  • Basic computer and typing skills.

  • Knowledge of MS Windows NT, MS Excel, Office 365

  • Ability to cope in a fast paced job environment.

  • Achieves a standard of excellence with work processes and outcomes, honoring company policies and regulatory compliance.

  • Team oriented, building strong working relationships and a positive work environment.

  • Is receptive to feedback and willing to learn, embracing continuous improvement.

  • Willing to work a flexible schedule and occasional overtime when needed.


  • AA degree (or equivalent experience)

  • 0-2 years of experience in customer service


We provide a competitive benefits package (to include profit sharing and 401K match), complemented by work-life balance programs to support our employees.

Who We Are

A community of good people define our company

CSE Insurance Group is a local company. Our community is your community. Being good people defines us and the agents that represent our products.

What We Do

Protect with well-made insurance, delight with exception service

Our customers deserve exceptional service and well made, high-quality insurance at a reasonable cost. They should feel positive about the protection CSE insurance provides.

How We Think

Create confidence in our customer's mind everyday

Every time we connect with you is an opportunity to express our purpose — to exemplify the integrity we demand of ourselves and our company.